Adding and removing users from a Custom Role

Adding and removing users from a Custom Role

Feature Availability

Overview

Add and remove users from a Custom Role as per your network's requirements.
A member can be associated with only one Custom Role at a time.

Who can be assigned to a Custom Role?  

Both members and admins can be assigned to a Custom Role. However, if an admin is assigned to a Custom Role, they'll lose their admin capabilities and can perform only the actions mentioned in the Custom Role. 
Guests and external users in the network cannot be assigned to a Custom Role. 

How do I add users to a Custom Role?

  1. Click the gear icon [] from the menu in the right.
  2. Select Settings from the dropdown.
  3. In the Settings page, click Roles and Permissions under Users & Controls.
        
  4. From the list of Custom Roles, click the ellipsis (...) in the right-end of the role name you'd like to populate.
  5. Click Manage from the dropdown.
        
  6. In the pop-up, switch to the Users tab.
  7. Start typing the name of the required user in the search bar. You'll see a list of user names that match the name you entered.
  8. Navigate to the required user and click Map to this Role found in the right-end of the name.

How do I remove users from a Custom Role?   

To remove a user from the Custom Role, you'll have to map them to the default member role. This can be done by following the same steps mentioned above, but instead of mapping your selected user to the Custom Role, you'll need to map them to the member role. 

If you have any questions related to Custom Roles, please write to us at support@zohoconnect.com. We're happy to help!


    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick LinksWorkflow AutomationData Collection
                          Web FormsEnterpriseBegin Data Collection
                          Interactive FormsWorkplaceData Collection App
                          CRM FormsCustomer ServiceAccessible Forms
                          Digital FormsMarketingForms for Small Business
                          HTML FormsEducationForms for Enterprise
                          Contact FormsE-commerceForms for any business
                          Lead Generation FormsHealthcareForms for Startups
                          Wordpress FormsCustomer onboardingOrder Forms for Small Business
                          No Code FormsConstructionRSVP tool for holidays
                          Free FormsTravel
                          Prefill FormsNon-Profit

                          Intake FormsLegal
                          Mobile App
                          Form DesignerHR
                          Mobile Forms
                          Card FormsFoodOffline Forms
                          Assign FormsPhotography
                          Mobile Forms Features
                          Translate FormsReal EstateKiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for FormsAlternativesSecurity & Compliance
                          Holiday FormsGoogle Forms alternative GDPR
                          Form to PDFJotform alternativeHIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag & drop form builder
                          WCAG



                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media


                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Overview of Custom Roles in Zoho Connect

                                                                                                                Feature Availability Overview You can use Custom Roles in Zoho Connect, to give individuals the ability to manage specific areas of your network. For example, you can permit one member to add new users to the network while preventing them from ...
                                                                                                              • Removing users from a group

                                                                                                                To remove users: Click the Member count on the top-right side of the Group page. In the pop-up window, the Group members get listed. Click Manage in the top-right side of the window. Click the Remove icon, seen on the left, near the profile thumbnail ...
                                                                                                              • Changing a member's role

                                                                                                                Overview Network admins can assign the admin role to any other member in the network and change it any time they want to.  How to change a member's role? Click the gear icon  from the menu in the right.  From the dropdown, select Settings.            ...
                                                                                                              • Adding custom fields to the task status and priority

                                                                                                                Overview  Add more options to the status and priority fields for the tasks within a board.  Who can add these custom options? Only the admin of the board can add more options and edit the default options. How to add more fields? Click Tasks from the ...
                                                                                                              • Types of users in a network

                                                                                                                Overview In default, Zoho Connect networks have three user types, each with specific roles and permissions: Admins, Members, and External Users. Who are Network Admins ? Network admins monitor the entire network and have the most control. They can: ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources